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Winch Advisory Services, LLC

Q1 2018 Holdings

Filed 2018-05-11 | 328 holdings | $5.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Alibaba Group Hldg LTD ADR(BABA)SPON ADR01609W102$2.0M10,91438.4%
Cisco Systems Inc COM(CSCO)COM17275R102$1.7M39,24332.2%
Cummins Inc COM(CMI)COM231021106$884.0K5,45316.9%
Conocophillips Corp COM(COP)COM20825C104$487.0K8,2179.3%
Amazon.com Inc COM(AMZN)COM023135106$9.5K6,5540.2%
Apple Inc COM(AAPL)COM037833100$9.0K53,4890.2%
Spdr Series Trust Portfolio TL STK ETF(SPTM)ETF78464A805$8.4K256,8440.2%
Spdr Portfolio EMG MK ETF(SPEM)ETF78463X509$8.1K205,4270.2%
Ishares Msci Eurzone ETF(EZU)ETF464286608$6.6K151,8280.1%
Select Sector Spdr Trust SBI Int-Finl ETF(XLF)ETF81369Y605$5.6K204,3980.1%
Select Sector Spdr Trust SBI Int-Inds ETF(XLI)ETF81369Y704$5.2K69,6740.1%
Spdr Series Trust Portfolio MD ETF(SPMD)ETF78464A847$5.2K155,6270.1%
Ishares Msci Acwi ETF(ACWI)MSCI ACWI ETF464288257$5.2K71,8310.1%
Alphabet Inc COM CL C(GOOG)COM02079K107$5.0K4,8130.1%
Ishares Nasdaq Biotech ETF(IBB)BIOTECH ETF464287556$4.7K44,2050.1%
Berkshire Hathaway Inc del COM CL B(BRK/B)CL B NEW084670702$4.6K23,1190.1%
Vaneck Vectors Oil Svcs ETF(OSVEUR)ETF92189F718$4.4K182,4150.1%
Spdr Series Trust Prtflo S&p500 GW ETF(SPYG)ETF78464A409$4.3K129,2280.1%
Facebook Inc COM CL A(META)COM30303M102$4.3K26,7220.1%
Spdr Series Trust Prtflo S&p500 VL ETF(SPYV)ETF78464A508$4.2K142,8670.1%
Ishares Msci EMG MKT ETF(EEM)ETF464287234$4.0K83,7060.1%
JP Morgan Chase & Co COM(JPM)COM46625H100$4.0K35,9460.1%
Select Sector Spdr Trust SBI Materials ETF(XLB)ETF81369Y100$3.9K68,1050.1%
Spdr Series Trust Portfolio SM ETF(SPSM)ETF78468R853$3.6K120,6220.1%
Netflix.com Inc COM(NFLX)COM64110L106$3.1K10,4570.1%
Microsoft Corp COM(MSFT)COM594918104$2.9K31,8440.1%
BP PLC ADR Sponsored(BP)COM055622104$2.5K62,6670.0%
First Trust ISE Materials Alph ETF(FXZ)ETF33734X168$2.2K52,1360.0%
Spdr Series Trust S&P Metals MNG ETF(XME)ETF78464A755$2.1K63,0000.0%
Bank of America Corp COM(BAC)COM060505104$1.9K64,0790.0%
Stryker Corp COM(SYK)COM863667101$1.8K11,0710.0%
Johnson & Johnson COM(JNJ)COM478160104$1.8K13,8470.0%
AT&T Inc COM(T)COM00206R102$1.6K45,6070.0%
Exxon Mobil Corporation COM(XOM)COM30231G102$1.6K21,7630.0%
Valero Energy Corp COM(VLO)COM91913Y100$1.6K17,2510.0%
Rockwell Automation Inc COM(ROK)COM773903109$1.6K9,0080.0%
Verizon Communications COM(VZ)COM92343V104$1.5K31,9360.0%
Celgene Corp COM(CELG)COM151020104$1.5K16,8670.0%
EOG Resources Inc COM(EOG)COM26875P101$1.5K13,8490.0%
Chevron Corp COM(CVX)COM166764100$1.3K11,7950.0%
Visa Inc COM CL A(V)COM92826C839$1.2K10,4080.0%
Spdr S&P 500 TR Unit ETF(SPY)TR UNIT78462F103$1.2K4,6720.0%
Spdr Series Trust S&P Oilgas EXP ETFETF78464A730$1.2K33,2610.0%
Spdr Series Trust Portfolio Intrmd ETF(SPIB)ETF78464A375$1.0K30,7480.0%
3M Co COM(MMM)COM88579Y101$9844,4830.0%
First Trust NAT Gas ETF(FCG)ETF33733E807$87842,8280.0%
Spdr Gold TR Gold SHS Gold SHS ETF(GLD)GOLD ETF78463V107$8696,9060.0%
Ishares Eafe Grwth ETF(EFG)ETF464288885$84610,5270.0%
Goldman Sachs Group Inc COM(GS)COM38141G104$7743,0730.0%
Schlumberger LTD COM(SLB)COM806857108$70010,8040.0%
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